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How to Get Started with Giftbit

Send your first reward with these instructions

Matthew avatar
Written by Matthew
Updated over 2 weeks ago

💡If you are just setting up a new program or campaign unsure where to start, check out this article on designing and building a rewards program in Giftbit! You can also save this "Quick Start" PDF here to keep on hand and share with your team.

Once you have created a Giftbit account, you can start sending right away. If you are uncertain of how to get started though, there are three main areas to focus on to get sending your first reward:

  1. Creating a Template

  2. Adding Contacts

  3. Place an Order

If you are planning to create an integration, you will want to check out our article on API to see how best to get started there.

Now let's cover those three main areas in deeper detail.


Creating a Template

The template can be considered the first step of sending a reward. Here you set the value of your reward, what region you are sending it, whether the reward has a claim by date, and what reward options you want to make available.

Best practice with a template naming is to use a common naming structure if you are using many templates. An example might be "USD - $25 - Employee Reward". This makes searching for templates much easier.


If you need further details on creating a template, this article covers each step of template creation.

Add Contacts

Emailing rewards directly to recipients through Giftbit is one of the most common ways to deliver rewards. This is done by adding a recipient's email as a contact into the system.

If you are doing a large send, you will want to follow these instructions on how to batch upload contacts to make sending to a large group as easy as possible.

Place your order

Placing rewards is the final step to sending out rewards. You can select from your created templates (or create a new one), send to contacts you have uploaded and created, or use Gift links to do the sending yourself! For deep details, check out this article on detailed steps of order creation.

💡You can create a template, and add a contact all during the order process for quick one off rewards!


Other Recommended Articles

Funding Your Account - Article on payment options for Giftbit, including wire information.

Default Currency - Setting up your account to easily send rewards internationally!

Low Balance Notification - How to set up an email notification if your balance is running low.

Zapier Set Up - Setting up a no code integration for automated sending!

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